If a payment has been made in error, you can reverse it in Sion.

First, find the payment you want to work with.

Next, click on the individual payment if it is not already opened from your search.

This will open up a new window on the right with the payment information.

Click the Modify dropdown in the top section and select Reverse Payment.

The Reverse Payment window will open.

The first thing is to choose whether the Full amount of a payment will be reversed, or only a Partial amount.

If you select a Partial reversal, you will have to manually enter the amount.

Next, you will have to review any Commission Splits for the payment. You can adjust the commission percentages for the payment that is being reversed. This will determine how much money is removed from the statement of the agent or agency. The amount being reversed is what the percentages are based on.

Last, you can adjust the dates associated with the payment. The Payment Date is when the payment was received and the Statement Date is when the payment information will show on statement records.

When you’re done, click Reverse Payment.

You’ll see the status of the payment immediately change because a new payment record has been created to record the reversal.

If you made a mistake, you can undo a reverse payment. Select the reverse payment record to open the payment window.

Click Modify on the payment again and select Undo Reverse.

You can review the reversal information and then click Undo Reverse again. The payment will return to its original status.

A new payment record will show the corrected reversal.